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bajacasa
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Got 2 1099-R for a thrift savings plan which was rolled over into IRA how do I record them?

 
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4 Replies
StacyK
New Member

Got 2 1099-R for a thrift savings plan which was rolled over into IRA how do I record them?

Follow the instructions below to add your 1099-R to your return

https://ttlc.intuit.com/replies/4194737

Got 2 1099-R for a thrift savings plan which was rolled over into IRA how do I record them?

All of my income are on 1099Rs.  The program allows for 1099G,K, or Misc.  Where do I record the Rs?

Got 2 1099-R for a thrift savings plan which was rolled over into IRA how do I record them?

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

 

Enter a 1099R under

Federal Taxes on the left side

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

If you are filing a Joint return be sure to pick which person it is for.

 

 

Got 2 1099-R for a thrift savings plan which was rolled over into IRA how do I record them?


@Gertrude1- wrote:

All of my income are on 1099Rs.  The program allows for 1099G,K, or Misc.  Where do I record the Rs?


To enter, edit or delete a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

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